SWP
CLD

Stratos Wealth Partners’s Cloud Peak Energy Inc CLD Stock Holding History

Stratos Wealth Partners’s Portfolio CLD Stock Details CLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$1K – 2941
2018
Q3 		$1K Sell
500
-19,280
-97% -$51.9K ﹤0.01% 2931
2018
Q2 		$69K Sell
19,780
-1,000
-5% -$3.33K ﹤0.01% 949
2018
Q1 		$60K Buy
20,780
+19,280
+1,285% +$79.8K ﹤0.01% 1478
2017
Q4 		$7K Buy
+1,500
New +$6.3K ﹤0.01% 2303

Other funds holding CLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Stratos Wealth Partners's CLD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Cloud Peak Energy Inc (CLD) in Q4 2018, closing a stake of 500 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in CLD in Q4 2017 and held it in 4 quarters. The position peaked at $69K in Q2 2018. 109 funds tracked by Wall St. Rank hold CLD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Cloud Peak Energy Inc position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 500 Cloud Peak Energy Inc shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Cloud Peak Energy Inc in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Cloud Peak Energy Inc position peaked at $69K in Q2 2018.
  • 109 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.